Specialist - Group Sales (all channels)

4 weeks ago

Taguig, National Capital Region, Philippines Sun Life Financial Full time

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

  • Job description (heading)

  • The position is responsible for generating leads and sales from specified market segments and company-sponsored initiatives. It shall formulate execute plans and programs aligned with strategies to ensure the attainment of sales objectives, particularly of the Group Life Business as well as other programs covered under the Sun Business Solutions (SBS) programs

  • Preferred skills (heading)

  • Very good presentation and negotiation skills
  • Very good Inter-personal skills - customer orientation, patience, good listening skills and empathy
  • Very good Selling Skills
  • Excellent written and oral communication skills
  • Good analytical and problem solving skills
  • Proficient in using the MS Office applications (MS Word, Excel, Powerpoint)

  • Qualifications (heading)

  • College graduate, preferably Marketing or business-related course
  • At least 4 years of sales related job, preferably from the insurance, pre-need and healthcare industry
  • preferably with previous group sales experience

  • Responsibilities (heading)

  • Conduct program presentations/orientation to companies & institutions for applicable group life & employee marketing products & services
  • Conduct leads generation activities to support sales initiatives and coordinate with financial advisors to translate leads to sales by applying tools/programs developed for this purpose (i.e. STEPS)
  • Develop, establish and maintain productive business relationship with assigned intermediaries (agency force, brokers)
  • Establish and maintain a healthy relationship with institutional customers/clients and head office support group
  • Assist in the conceptualization and implementation of awareness-generation activities that will support initial and subsequent sales (i.e. sales campaigns)
  • Coordinate with STD on training requirement of assigned intermediaries to ensure product & service standards are observed in promoting the Group Life & Employee Marketing program to customers
  • Handle group business related requirements of intermediaries particularly those viewed as potentials leads for the STEPS/Financial Planning program and other SBS programs that supports cross-selling initiative on Group Life accounts
  • Perform appropriate duties/tasks that may be assigned by management

Job Category:

Sales - Distribution Support

Posting End Date:

29/09/2025
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